Use Career Objective

To obtain a position where my skill set can be used to make a significant contribution .I would like to apply my excellent interpersonal and communication skills to fulfill my clients’ needs and build strong long lasting relationships.

Skills

Five years+ experience in Sales in the Mortgage Industry

Excellent interpersonal, communication and organizational skills

Worked with and assisted people of diverse cultural backgrounds

Ability to work independently or as a team player

Extensive accounting experience in varied roles

Reliable And Professional attitude with an attention to detail

Work experience

Verico Designer Mortgages Inc., August 2012 – June 2016

Independent Mortgage Agent

Consulted with and arranged financing for individual customers answering all questions, explaining the procedures necessary to obtaining financial assistance,

Collaborated and submitted all documents requested using the Filogix system and obtained client consent to perform a credit check

Client was kept up to date throughout the entire procedure and informed when financing was received.

A file for each client was put together with a check list to make sure all files were completed and kept in a secure location.

Royal Bank of Canada, Mississauga April 2012 – July 2012

Licensed Insurance Advisor (LIA)

Obtained OTL License whilst employed at RBC Insurance in Mississauga

Worked with RBC Insurance as an LIA for the Home and Auto Division at RBC Insurance.

Did quotes, binds and advised on Home and Auto insurance coverage for RBC call centre clients

Answered service calls re: cancellations, renewals, billing, system updates to client databases etc. as per inbound calls for new and existing RBC clients.

CAA Travel, Mississauga February 2012 – April 2012

Travel Consultant

Assisted walk in clients and telephone clients with travel questions

Booked travel and medical travel insurance for clients

Attended Supplier Presentations to assist me in selling certain trips and destinations

Verico Designer Mortgages Inc., Burlington February 2008 – February 2012

Independent Mortgage Agent

Consulted with and arranged financing for individual customers answering all questions, explaining the procedures necessary to obtaining financial assistance,

Collaborated and submitted all documents requested using the Filogix system and obtained client consent to perform a credit check

Client was kept up to date throughout the entire procedure and informed when financing was received.

A file for each client was put together with a check list to make sure all files were completed and kept in a secure location.

National Bank of Canada, Burlington (Contract) August 2007 – January 2008

Mortgage Development Manager

Attended training on all the bank’s products and procedures.

Formed new relations with Real Estate Agents, Financial Planners, Insurance Agents in order to bring business to the National Bank.

Verico LYP Mortgages Inc., Burlington September 2005 – August 2007

Independent Mortgage Agent

Joined various Business Networking Groups (BNI) to get business for myself

Formed relationships with Realtors, Financial Planners, Lawyers to attract referral business

for mortgages

Arranged meetings with clients to find out their specific needs as far as financing

Collaborated and submitted all documents requested using the Filogix system and obtaining client consent to run a credit check

Client was kept up to date throughout the entire procedure and informed when financing was received.

MFP Financial Services Ltd., Mississauga April 1997 – December 1999

U.S. Corporate Accountant / Portfolio Administrator

Completed financial analysis and statements for the Company’s Fortune 500 U.S. based customers

Ensured adherence to company policies and transactions were completed accurately and in a timely manner

Reviewed all fundings for legal and credit requirements as well as financial structure ( yield, end of term options)

Liased with key customers to ensure their needs were being met and worked closely with the Company’s Sales Management to develop new opportunities.

Pitney Bowes Leasing, Mississauga January 1997 – March 1997

Leasing Administrator/ Accounts Receivable Specialist (contract)

Managed several lease administration processes including the preparation of full terminations, partials, flat cancellations and financial amendments

Assisted in the accounts receivable functions

Prepared monthly/ quarterly/year end account reconciliation and financial reports

Education

TICO Certified February 2012

RBC/ Insurance Institute of Canada April 2011

Home and Auto Insurance License

Canadian College of Educators January 2008

Completed Teacher of English as a Second language courses ( TESL Diploma)

Seneca College Financial Services Underwriting August 2005

Mortgage Agent Certification

Emile Woolf School of Accounting ( London, England) January 1985 – May 1991

Completed ACCA, Level 1, 11 & CIMA 111 (Canadian Equivalent of CMA Pre –Prof Final)

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